User Manual: How to create a Missing Document Report

Overview

Missing critical documents can lead to delays, compliance risks, and inefficiencies. The Missing Documents Report in DMS+ helps users track expected but absent files, ensuring all necessary documents are accounted for. With dynamic filtering, scheduling, and export options, this report makes document tracking seamless and efficient.

Key Steps :

Link Required DocTypes – While creating a Master, associate the necessary DocTypes to maintain consistency and enable accurate document categorization. This ensures that documents stored under the Master are automatically linked to the appropriate DocTypes, making retrieval and management seamless.

Accessing the Missing Documents Report

• Navigate to Reports from the left-hand menu
• Click Select Report Type and choose Missing Documents Report from the dropdown.

Generating the Report

Once selected, the system will display any flagged missing documents. If no documents are missing, the report may initially appear empty.

Refining Your Report with Filters

• Masters – Select specific Masters to filter missing documents (Default: All Masters).
• DocTypes – Narrow results by document type (Default: All DocTypes).
• Folders – Focus on specific folders (Default: All Folders).
• Fields – Filter by key document fields (Default: All Fields).

Filters update dynamically—adjust as needed to refine results. Click Reset to revert to default settings. Click Save Report, enter a name, and save it for future reference. Click Export to download the report in Excel format for further analysis.

Click Schedule to set up automated delivery:

• Report Name – Define a clear title.
• Frequency – Choose how often the report should be generated.
• Status – Enable or disable scheduled reporting.
• Start Date – Set when the schedule begins.
• Export Type – Select the preferred file format.
• Email Notifications – Send reports directly to stakeholders.

Click Save Schedule to automate the report distribution.

Why Use the Missing Documents Report?

• Ensure compliance by identifying missing files early.
• Improve efficiency with scheduled reporting and proactive follow-ups.
• Keep stakeholders informed with automated email updates.

Start using the Missing Documents Report today to stay on top of your document tracking and prevent critical gaps in your records!